Rename Financial Grouping Attributes

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Is there any way to create our own Grouping Attributes in the cost plan? And if not, can we modify the ones that already exist?

Resolution

New Grouping Attributes can not be created, but existing values can be renamed.

In order to do so, please do the following:

1. Go to Administration > Data Administration > Lookups

2. Locate the FINANCIALS GROUPING ATTRIBUTES CAPTIONS lookup

3. Go to the Values tab

4. Rename the lookup values (translations can also be updated through the Translate icon)